BRKW vs SCHD
Roundhill BRKB WeeklyPay ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | BRKW | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.06% | |
| AUM | $15M | $103.7B | |
| Dividend Yield | 24.79% | 3.31% | |
| Holdings | 5 | 104 | |
| YTD Return | -1.04% | +25.33% | |
| 1Y Return | +5.37% | +32.31% | |
| 3Y Return (annualized) | - | +15.40% | |
| 5Y Return (annualized) | - | +9.70% | |
| Volatility (annualized) | 17.3% | 13.6% | |
| Max Drawdown | -14.5% | -33.4% | |
| Fund Family | Roundhill Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 18, 2025 | Oct 20, 2011 |
BRKW vs SCHD Performance
Roundhill BRKB WeeklyPay ETF (BRKW) is a ETF from Roundhill Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BRKW returned +5.37% while SCHD returned +32.31%. Year to date, BRKW is down 1.04% versus a gain of 25.33% for SCHD.
Risk: Volatility and Drawdowns
BRKW has been the more volatile fund, with annualized monthly volatility of 17.3% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -14.5% for BRKW and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BRKW charges 0.99% per year while SCHD charges 0.06%. On a $10,000 position that is $99 vs $6 annually, a gap of $93 per year that compounds over a long holding period. On income, BRKW currently yields 24.79% against 3.31% for SCHD.
Holdings Overlap
BRKW and SCHD share 0 holdings out of 102 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BRKW or SCHD?
BRKW has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $93 per year of difference.
Which performed better, BRKW or SCHD?
Over the past year BRKW returned +5.37% vs +32.31% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), BRKW annualized +0.41% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, BRKW or SCHD?
BRKW has been the more volatile fund at 17.3% annualized versus 13.6% for SCHD. Worst drawdown: BRKW -14.5% vs SCHD -33.4%.
Should I hold both BRKW and SCHD?
BRKW and SCHD have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BRKW and SCHD?
BRKW and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, BRKW or SCHD?
BRKW yields 24.79% while SCHD yields 3.31%, so BRKW currently pays the higher dividend yield.
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